Northwestern Mutual Wealth Management’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9K | Hold |
1,370
| – | – | ﹤0.01% | 2592 |
|
|
2025
Q1 | $18.4K | Hold |
1,370
| – | – | ﹤0.01% | 2543 |
|
|
2024
Q4 | $18.4K | Hold |
1,370
| – | – | ﹤0.01% | 2542 |
|
|
2024
Q3 | $20.1K | Hold |
1,370
| – | – | ﹤0.01% | 2473 |
|
|
2024
Q2 | $17.5K | Hold |
1,370
| – | – | ﹤0.01% | 2434 |
|
|
2024
Q1 | $16.7K | Buy |
1,370
+1,096
| +400% | +$13.3K | ﹤0.01% | 2468 |
|
|
2023
Q4 | $3.89K | Sell |
274
-4,935
| -95% | -$70.1K | ﹤0.01% | 2932 |
|
|
2023
Q3 | $57K | Hold |
5,209
| – | – | ﹤0.01% | 1919 |
|
|
2023
Q2 | $75.5K | Hold |
5,209
| – | – | ﹤0.01% | 1838 |
|
|
2023
Q1 | $78.8K | Hold |
5,209
| – | – | ﹤0.01% | 1777 |
|
|
2022
Q4 | $89.8K | Buy |
5,209
+274
| +6% | +$4.72K | ﹤0.01% | 1697 |
|
|
2022
Q3 | $80K | Hold |
4,935
| – | – | ﹤0.01% | 1720 |
|
|
2022
Q2 | $84K | Hold |
4,935
| – | – | ﹤0.01% | 1714 |
|
|
2022
Q1 | $95K | Hold |
4,935
| – | – | ﹤0.01% | 1733 |
|
|
2021
Q4 | $108K | Hold |
4,935
| – | – | ﹤0.01% | 1680 |
|
|
2021
Q3 | $101K | Hold |
4,935
| – | – | ﹤0.01% | 1627 |
|
|
2021
Q2 | $97K | Hold |
4,935
| – | – | ﹤0.01% | 1614 |
|
|
2021
Q1 | $101K | Hold |
4,935
| – | – | ﹤0.01% | 1486 |
|
|
2020
Q4 | $93K | Hold |
4,935
| – | – | ﹤0.01% | 1430 |
|
|
2020
Q3 | $76K | Hold |
4,935
| – | – | ﹤0.01% | 1371 |
|
|
2020
Q2 | $73K | Hold |
4,935
| – | – | ﹤0.01% | 1334 |
|
|
2020
Q1 | $72K | Sell |
4,935
-3,775
| -43% | -$55.1K | ﹤0.01% | 1240 |
|
|
2019
Q4 | $166K | Sell |
8,710
-10,000
| -53% | -$191K | ﹤0.01% | 1022 |
|
|
2019
Q3 | $321K | Buy |
+18,710
| New | +$321K | ﹤0.01% | 746 |
|
|
2018
Q4 | – | Sell |
-31,221
| Closed | -$535K | – | 2680 |
|
|
2018
Q3 | $535K | Buy |
+31,221
| New | +$535K | ﹤0.01% | 551 |
|
|
2018
Q2 | – | Sell |
-684
| Closed | -$12K | – | 2506 |
|
|
2018
Q1 | $12K | Buy |
+684
| New | +$12K | ﹤0.01% | 1714 |
|